Option Care Health, Inc.
OPCH- Exchange
- Nasdaq
- Industry
- Services-Home Health Care Services
- SEC CIK
- 0001014739
No open-market purchases or sales by Option Care Health, Inc. insiders were filed in the last 90 days; 372 institutions reported holding it in 13F filings for Q2 2026, worth $3.30B in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Option Care Health, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 339
- −2 vs. Q2 2024
- Shares held
- 172.5M
- +20.1M (+13.2%) vs. Q2 2024
- Total value
- $5.40B
- +$1.18B (+27.9%) vs. Q2 2024
- New holders
- 50
- 121 more added
- Sold out
- 52
- 124 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OPCH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 372 | $3.30B |
| Q1 2026 | 372 | $4.46B |
| Q4 2025 | 366 | $5.22B |
| Q3 2025 | 381 | $4.56B |
| Q2 2025 | 382 | $5.29B |
| Q1 2025 | 384 | $5.67B |
| Q4 2024 | 345 | $3.80B |
| Q3 2024 | 339 | $5.40B |
| Q2 2024 | 342 | $4.80B |
| Q1 2024 | 341 | $5.65B |
| Q4 2023 | 350 | $5.73B |
| Q3 2023 | 357 | $5.55B |
| Q2 2023 | 316 | $5.59B |
| Q1 2023 | 284 | $5.27B |
| Q4 2022 | 290 | $4.49B |
| Q3 2022 | 280 | $4.82B |
| Q2 2022 | 251 | $3.98B |
| Q1 2022 | 235 | $3.99B |
| Q4 2021 | 229 | $3.89B |
| Q3 2021 | 210 | $3.32B |
| Q2 2021 | 160 | $2.28B |
| Q1 2021 | 155 | $1.52B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Option Care Health, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 11 | $0 | 0.00% | +11 | New |
| MV Capital Management, Inc. | 6 | $188 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 7 | $219 | 0.00% | +7 | New |
| Planning Capital Management Corp | 10 | $313 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 23 | $511 | 0.00% | +23 | New |
| Legacy Wealth Managment, LLC | 23 | $511 | 0.00% | +23 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $626 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 34 | $754 | 0.00% | −36−51.4% | Reduced |
| Globeflex Capital L P | 26 | $814 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 27 | $846 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $877 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 46 | $1.00K | 0.00% | +46 | New |
| Glen Eagle Advisors, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 32 | $1.00K | 0.00% | +32 | New |
| Financial Network Wealth Advisors LLC | 35 | $1.10K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 36 | $1.13K | 0.00% | +36 | New |
| EverSource Wealth Advisors, LLC | 40 | $1.25K | 0.00% | +40 | New |
| Geneos Wealth Management Inc. | 60 | $1.88K | 0.00% | +60 | New |
| Farmers & Merchants Investments Inc | 65 | $2.04K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 73 | $2.29K | 0.00% | +73 | New |
| JFS Wealth Advisors, LLC | 75 | $2.35K | 0.00% | +3+4.2% | Added |
| Northwestern Mutual Wealth Management Co | 80 | $2.50K | 0.00% | +11+15.9% | Added |
| Larson Financial Group LLC | 100 | $3.13K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 102 | $3.19K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 124 | $3.88K | 0.00% | +21+20.4% | Added |
| Global Retirement Partners, LLC | 137 | $4.29K | 0.00% | −4−2.8% | Reduced |
| Versant Capital Management, Inc | 140 | $4.38K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 158 | $4.95K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 159 | $4.98K | 0.00% | +26+19.5% | Added |
| Rothschild Investment LLC | 160 | $5.01K | 0.00% | +120+300.0% | Added |
| Private Wealth Management Group, LLC | 166 | $5.20K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 174 | $5.45K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 177 | $5.54K | 0.00% | −20−10.2% | Reduced |
| Smartleaf Asset Management LLC | 178 | $5.59K | 0.00% | +125+235.8% | Added |
| LGT Financial Advisors LLC | 202 | $6.32K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 206 | $6.45K | 0.00% | −261−55.9% | Reduced |
| Capital Analysts, LLC | 224 | $7.00K | 0.00% | +224 | New |
| Parallel Advisors, LLC | 252 | $7.89K | 0.00% | +26+11.5% | Added |
| Talon Private Wealth, LLC | 264 | $8.26K | 0.00% | +264 | New |
| Lindbrook Capital, LLC | 272 | $8.51K | 0.00% | −56−17.1% | Reduced |
| Covestor Ltd | 287 | $9.00K | 0.01% | +1+0.3% | Added |
| Eagle Bay Advisors LLC | 300 | $9.39K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 383 | $12.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 395 | $12.4K | 0.00% | +395 | New |
| Sterling Capital Management LLC | 400 | $12.5K | 0.00% | +400 | New |
| Huntington National Bank | 444 | $13.9K | 0.00% | −833−65.2% | Reduced |
| Bryn Mawr Trust Co | 460 | $14.4K | 0.00% | +460 | New |
| Ci Investments Inc. | 507 | $16.0K | 0.00% | −3,928−88.6% | Reduced |
| Nomura Asset Management Co Ltd | 530 | $16.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 568 | $18.0K | 0.00% | −66−10.4% | Reduced |
| Quadrant Capital Group LLC | 636 | $19.9K | 0.00% | +25+4.1% | Added |
| Walleye Capital LLC | 713 | $22.3K | 0.00% | +413+137.7% | Added |
| Park Place Capital Corp | 734 | $23.0K | 0.01% | −23−3.0% | Reduced |
| Umb Bank N A | 830 | $26.0K | 0.00% | +750+937.5% | Added |
| GAMMA Investing LLC | 897 | $28.1K | 0.00% | +471+110.6% | Added |
| Wolverine Asset Management LLC | 1,083 | $33.9K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,181 | $37.0K | 0.02% | −184−13.5% | Reduced |
| First Horizon Advisors, Inc. | 1,184 | $37.1K | 0.00% | +29+2.5% | Added |
| Principal Securities, Inc. | 1,192 | $37.3K | 0.00% | +281+30.8% | Added |
| Natixis | 1,220 | $38.2K | 0.00% | +1,220 | New |
| Whittier Trust Co of Nevada Inc | 1,489 | $46.6K | 0.00% | +1,446+3,362.8% | Added |
| Public Employees Retirement System of Ohio | 1,538 | $48.1K | 0.00% | +194+14.4% | Added |
| GWM Advisors LLC | 1,587 | $49.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,705 | $53.4K | 0.00% | +1,315+337.2% | Added |
| IFP Advisors, Inc | 2,163 | $67.7K | 0.00% | −263−10.8% | Reduced |
| Fifth Third Bancorp | 2,804 | $87.8K | 0.00% | +257+10.1% | Added |
| International Assets Investment Management, LLC | 2,848 | $91.0K | 0.00% | +2,757+3,029.7% | Added |
| Catalyst Funds Management Pty Ltd | 3,000 | $93.9K | 0.02% | +3,000 | New |
| Bessemer Group Inc | 3,227 | $101.0K | 0.00% | +302+10.3% | Added |
| Quarry LP | 3,430 | $107.4K | 0.03% | +2,628+327.7% | Added |
| Ronald Blue Trust, Inc. | 4,022 | $111.4K | 0.00% | +1,091+37.2% | Added |
| Parkside Financial Bank & Trust | 3,845 | $120.3K | 0.02% | +144+3.9% | Added |
| Tower Research Capital LLC (TRC) | 4,060 | $127.1K | 0.00% | −48,754−92.3% | Reduced |
| Quest Partners LLC | 4,542 | $142.2K | 0.01% | −18,420−80.2% | Reduced |
| Icon Wealth Advisors, LLC | 4,566 | $142.9K | 0.01% | −1,735−27.5% | Reduced |
| KBC Group NV | 5,013 | $157.0K | 0.00% | +700+16.2% | Added |
| TD Private Client Wealth LLC | 5,723 | $179.1K | 0.01% | +1,007+21.4% | Added |
| DekaBank Deutsche Girozentrale | 6,380 | $199.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,547 | $205.0K | 0.01% | +6,547 | New |
| Wealth Enhancement Advisory Services, LLC | 6,583 | $206.0K | 0.00% | +6,583 | New |
| MeadowBrook Investment Advisors LLC | 6,610 | $206.9K | 0.19% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,615 | $207.1K | 0.01% | +6,615 | New |
| Mount Yale Investment Advisors, LLC | 6,627 | $207.4K | 0.02% | −3,582−35.1% | Reduced |
| Atria Investments LLC | 6,799 | $212.8K | 0.00% | +6,799 | New |
| Shelton Capital Management | 6,915 | $216.4K | 0.01% | +6,915 | New |
| Wolverine Trading, LLC | 7,064 | $222.0K | 0.01% | +7,064 | New |
| Waters Parkerson & Co., LLC | 7,345 | $230.0K | 0.01% | +7,345 | New |
| Los Angeles Capital Management LLC | 7,511 | $235.1K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 7,662 | $239.8K | 0.00% | +104+1.4% | Added |
| US Bancorp | 8,179 | $256.0K | 0.00% | −1,380−14.4% | Reduced |
| Profund Advisors LLC | 8,249 | $258.2K | 0.01% | −27−0.3% | Reduced |
| Brevan Howard Capital Management LP | 8,271 | $258.9K | 0.01% | −10,257−55.4% | Reduced |
| Inceptionr LLC | 8,462 | $264.9K | 0.06% | −3,089−26.7% | Reduced |
| Engineers Gate Manager LP | 8,649 | $270.7K | 0.01% | −134,769−94.0% | Reduced |
| Heritage Investors Management Corp | 8,684 | $272.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 8,997 | $281.6K | 0.00% | −20,416−69.4% | Reduced |
| Martingale Asset Management L P | 9,168 | $287.0K | 0.01% | +9,168 | New |
| Cornerstone Investment Partners, LLC | 9,211 | $288.3K | 0.01% | +9,211 | New |
| SG Americas Securities, LLC | 9,292 | $291.0K | 0.00% | −51,064−84.6% | Reduced |
| Acadian Asset Management LLC | 9,313 | $291.0K | 0.00% | +9,313 | New |